The tab Activities contains the Activities - process of the Opportunity

The Activities of Opportunity are:

  • Not Interested
  • Test Drive Appointment (without escort)
  • Test Drive Appointment
  • New Visit Appointment
  • Schedule Follow Up
  • Create Fast Order
  • Offer
  • Order
  • Sign Order
  • Order Cancelled
  • Change order
  • Initiate Order via DocuSign
  • Delivery Vehicle
  • Invoice
  • Not Decided
  • Not Found
  • Further actions needed

After choosing an activity user clicks on the save  button on the right corner of the form.

For more details on how to fill-out the fields available in this section, please refer to this page: Opportunity

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